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Re: lonelywolf post# 38985

Saturday, 03/22/2014 9:28:16 PM

Saturday, March 22, 2014 9:28:16 PM

Post# of 90371
Good points, 'bjoern1975,' and in good agreement with recent trends & expectations. I also see: (i) the "additional source of revenues", & the (ii) "medical technology sector as a potential target of next acquisition" as distinct & realistic possibilities for the new WAFR.

For instance, here're the main points of a recent semiconductor industry survey:

* Seventy-three percent, compared to two-thirds last year, anticipate an increase in the number of merger and acquisition deals in the industry in 2014.

* More than three-fourths expect semiconductor-related R&D spending to increase in the next fiscal year, similar to last year.

* In the medical technology area, about half say medical imaging/scanning will create the greatest revenue opportunity three years from today.

* Of several auto-related areas, roughly one-quarter say body electronics (remote control, HVAC, etc.) will provide the most semiconductor revenue in three years.



"$WAFR In one of the interviews, the CEO said they have an additional source of revenues, to be revealed at the end of Q1 - that's the end of this month.

In the last interview, the CFO casually mentioned medical technology sector as a potential target of next acquisition. Could be nothing, but worth paying attention to.